Sep 21, 2022 FAS Makes List of Top RIAs in Nation
Kansas City, Mo. —
Financial Advisory Service, Inc. (FAS) is ranked as one of the nation’s largest registered investment advisers (RIA) by a leading financial magazine. FAS (Financial Advisory Service, Inc.) is listed in the Elite 200* by Financial Advisor Magazine. The rankings include over 600 RIAs and are based on a survey of each firm’s total assets under management (AUM).
The ranking lists FAS as fourth largest in the KC Metro, an accomplishment attributed to the firm’s AUM exceeding $2 billion by the end of 2021. It’s the first time the employee-owned, independent investment firm has been included in the Elite 200.
“This recognition is a testament to how our advisors dedicate themselves to the financial well-being of our clients,” said Managing Partner Jake Barnes. “Our clients trust us to help them make the best decisions for each phase of their lives. That kind of trust doesn’t come from trades or transactions. When you work with us, you know you’re being treated like family.”
FAS advisers pride themselves on providing high quality service and establishing long-term and generational relationships. Through that lens, it’s not a one-size-fits-all approach. Plans are tailored to clients to fit their needs throughout various stages of financial growth. Partnership is prioritized, cultivating a team-oriented environment that encourages advisers to collaborate and play to their strengths.
Unlike institutions focused on mergers and acquisitions, FAS is committed to growing organically. For 43 years, the firm has invested in the advancement of its practitioners, resulting in most advisers obtaining a CERTIFIED FINANCIAL PLANNER™(CFP®) designation. With less than half of the nation’s advisers operating under the high certification levels required by the CFP Board, FAS provides a standard of excellence that stands out from the crowd.
“This further validates our value proposition: That high-net-worth families want more from their wealth advisor,” said Managing Partner Tom Meier. “They want high-touch, customized advice not only for their investment portfolio, but also advice tailored to their unique estate, tax, and family dynamics. FAS has been delivering that highly individualized advice for over 40 years, and we are very proud that clients all over the United States find value in that approach.”
About Financial Advisory Service, Inc.
As an employee-owned boutique wealth management firm, Financial Advisory Service, Inc. (FAS) specializes in financial planning and tailored investment solutions with a personalized, concierge experience. From our more than 40 years of experience servicing high-net-worth and high-net-happiness individuals across the U.S., our advisors and CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®) provide Expertise and Objectivity™ through independent recommendations and fiduciary services that put you first. At FAS, we’re invested in you, with you. Learn more at FASKC.com.